108.71

v 13.0 Third Party 18
Live Preview
Required Apps Invoicing (account)
Lines of code 216
Technical Name odoo_customer_credit_limit
LicenseSee License tab
Websitehttp://www.probuse.com
Also available in version v 12.0 v 11.0 v 16.0 v 15.0 v 14.0 v 10.0
You bought this module and need support? Click here!
Required Apps Invoicing (account)
Lines of code 216
Technical Name odoo_customer_credit_limit
LicenseSee License tab
Websitehttp://www.probuse.com
Also available in version v 12.0 v 11.0 v 16.0 v 15.0 v 14.0 v 10.0

Customer Credit Limit on Sales Process

Sales Order with Credit Limit Feature - Odoo Module

This app allow you to manage credit limit of your customer and restrict confirmation of sales order if customer reached credit limits. So allow your Sales Manager to configure different credit limit rules/policies your company Management has decided. Credit limit can be set on customer form based on rules selected on customer.



Main Features :
  • Allow Sales Manager to create Credit Limit Rules.
  • Allow Sales team to set Credit Limit Rule on Customer Form once your select Credit Limit Rules.
  • Credit limit will be compared using Customer receivable amount or Customer receivable amount till number of days you have set on rule. (See Credit Limit Formula).
  • You are allowed to have product and categories set on credit limit rule so when that product and category comes on sales order then only credit limit will apply and If you do not set Product and Product Category on credit limit rule then system will apply credit limit formula on all Sales Order Lines..
  • For more details see below screenshots.

Available Option On Credit Limit Rules :

  • Receivable Amount of Customer will Calculate Customer's Receivable amount and it does not consider due dates.
  • Due Amount Till Days will Calculate Customer's Receivable amount from Unpaid Invoice till due dates calculated based on due days.

Menus Available:

  • Sales
    • Configuration
      • Credit Limit Rules

Credit Limit Rules Configuration

Credit Limit Rule

Create Credit Limit Rule.

Select Credit Limit Formula for the Credit Limit Rule.

- Receivable Amount of Customer will Calculate Customer's Receivable amount and it does not consider due dates.
- Due Amount Till Days will Calculate Customer's Receivable amount from Unpaid Invoice till due dates calculated based on due days. For example if Quote Date is = 13 Oct 2017 and Days = 10 then system will consider due amount from all unpaid invoices till 23 Oct 2017.

List view of Credit Limit Rules.

Customer Form - Credit Limit Setup

Select Credit Limit Rule

System will automatic set Credit Limit From the Credit Limit Rule.

Create Quotation

Create Quotation under Credit Limit Rules

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

  • Odoo Implementation

  • Odoo Support

  • Odoo Customization

  • Odoo Migration

  • Odoo Training

Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.
The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.
There are no ratings yet!
Unpaid invoices
by
Yeison X.
on 5/1/21, 11:17 AM

Hi, 

Can the app block the customer if he has unpaid invoices even though he still has credit limit (Amount $)?

Thanks

Re: Unpaid invoices
by
Mustufa
on 5/2/21, 10:40 PM Author

Hi,

Please check this video to get details about app https://youtu.be/X4pSQR_YwXc

If you have any further questions, you can email us to contact@probuse.com

Regards,

Probuse Team